Anu Jain (CA CPA CMA) ad1sco@r.postjobfree.com LinkedIn +1-425-***-**** VALID EAD

EDUCATION

Certified Public Accountant

AICPA (All 4 exams passed, License

pending) 2021

Certified Management Accountant

IMA 2022

Chartered Accountant

Institute of Chartered Accountants of

India

Bachelors in Commerce

University of Delhi, India

CERTIFICATION

Certificate in Data Analytics

University of Washington 2022

Foundations of Databases and SQL

University of Washington 2021

SQL Fundamentals

Corporate Finance Institute 2022

TOOLS / LANGUAGES

• SQL

• Power BI

• Power Query

• R (Beginner)

• Tableau (Beginner)

• MS Office

SKILLS

• Leadership

• Project Management

• Analytical

• Problem Solving

• Quick Learner

• Communication

INTERESTS

• Board Games (Wingspan to Catan

to literally anything!)

• Painting (IG handle:

anu_aesthete)

• Exploring new places

SUMMARY

A seasoned professional with 7+ years of functional experience in Corporate Finance, Financial Statement Analysis & Preparation, Performance Analysis, Data Analysis, Budgeting, Forecasting, Reporting and Audit & Assurance with Blackstone Group, KPMG, BGMG & Associates and Vaish & Associates (equivalent to CPA firms) as employers and served clients which spread across industries like Financial Asset Management / Real Estate, Technology and Consumer Products & Retail. EXPERIENCE

Financial Analyst, Blackstone (Center of Excellence) 2018 - 2020 Gurugram, India London, UK

Leading and setting up offshore Center of Excellence (COE) team

• Executed the expansion of COE to reduce 2500 person hours from onshore teams

• Streamlined the ad hoc investor request process to analyze past data and came up with reporting KPIs which led to reduction of ad hoc requests by 60%

• Identified repetitive manual tasks and coordinated with automation team to automate workflows which resulted in saving approximately 250 person hours FP&A and Expense Management

• Prepared Real Estate business financial forecast for periodic consumption by the Corporate finance team and senior leadership

• Prepared global legal expense report for budgeting and analysis

• Led periodic forecast process for analysis of metrics including IRR/MOIC Fund Accounting and Treasury Reporting

• Prepared Borrowing Base and Compliance Certificate for credit agreements with lender banks. Also, performed ratio analysis on the financial information

• Maintained master borrowing reports for the allocation of funds among different deals and ensured line of credit availability for deal closure financing

• Liaised with London and New York teams for review of summary of earning distribution to investors and supported to address ad hoc investor requests

• Prepared Financial statements of Limited partnership entities under the fund

• Prepared Net Asset Value, IRR and MOIC for funds on periodic basis Assurance Associate, KPMG 2017 - 2018 Gurugram, India

• Spearheaded various statutory audits, limited reviews for several clients which involved preparation of final audit report and ensuring compliance against auditing and regulatory standards

• Performed walkthrough and testing of internal controls over financial reporting

• Performed analytical procedures to detect unusual financial relationships

• Produced audit documentation, status reports and audit manager presentations

• Owned strategic relationships with client leadership and acted as a bridge between firm partners and client management

• Led, supervised and coached audit team members to efficiently execute the audit engagements

Assurance Executive, BGMG & Associates 2015 - 2017 New Delhi, India

• Executed various types of audits - Statutory, Tax, Internal and Inventory

• Performed accounting and book keeping for retail and corporate customers

• Executed various other assignments like foreign remittance certificate issuance, MIS reporting and reconciliation of accounts

Assurance Assistant, Vaish & Associates 2011 - 2014 New Delhi, India

• Assisted in planning and performing the statutory audits of corporates

• Used accounting and auditing standards to advise clients on preparation of financial statements

• Performed analytical procedures on the financial statement using data visualization tools

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